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Morningstar Offers Fund Due Diligence Tool
The new Due Diligence Center is online at www.MorningstarAdvisor.com, currently offering a database of nearly 100 investment Due Diligence Questionnaires. The standardized questionnaire allows for direct comparisons among the firms and their investment products.
Advisors can search by
- Fund name
- Morningstar Category
- Morningstar Style Box classification
Users can also link directly from their Morningstar Principia Pro software.
Fund companies currently participating include:
Alleghany Funds | RS Investment Management |
Alliance Capital Management | Selected Funds |
Baron Funds | TIAA-CREF |
Firsthand Funds | U.S. Global |
Janus | Warburg Pincus |
Lend Lease Funds | William Blair Funds |
Northern Funds | Zurich Scudder Investments |
DDQ’s from other institutions, including Mercury Funds, PIMCO Funds, Pioneer, and Tweedy Browne, will be available in the next few months.